1. Quality Education for a Healthier Scotland Overview of Appraisal Processes on SOAR for Appraisees (Primary and Secondary Care)

2. Outline Step-by-step overview of an appraisal on SOAR Important key tasks for Appraisees Further support The appraisal process on SOAR works the same for both Primary and Secondary Care, Differences only in the appraisal forms’ content.

3. Overview: an Appraisal on SOAR Assign login (on request) Administrator Allocate Appraisers & Appraisees (& Appraisal Co-ordinator) Create Interview (done by either Admin or Appraiser) AppraiserAppraisee Complete Appraisal Forms (upload Supporting Info) Agree Confidentiality Statement (MUST) Submit Appraisal Forms (MUST) Reviews submitted Appraisal Forms & Supporting Info APPRAISAL INTERVIEW Drafts Form 4 summary Agrees and Signs Disagrees Process completed: automated email confirmations sent Signs and Forwards Requests changes

4. Key tasks for Appraisees Complete Forms 1-3 Upload appropriate Supporting Information (to Form 3) Go to Interview page *: – Agree Confidentiality Statement – Submit Appraisal Forms Review and Approve/Sign off Form 4 Complete Feedback Form 6a  If no interview has been created for you, liaise with your Appraiser

5. Further support Medical Appraisal Scotland website: – www.appraisal.nes.scot.nhs.uk www.appraisal.nes.scot.nhs.uk – Resources, FAQ and other useful sections Local Administration teams: – Contact info on Medical Appraisal Scotland site SOAR Helpdesk – Black “Help” box on right when logged into SOAR; – or SOAR@nes.scot.nhs.ukSOAR@nes.scot.nhs.uk Due to capacity issues we are unable to offer telephone support – You can request a call back via the Helpdesk, but we need detailed descriptions of the issue(s)